Plan Snapshot
- Plan Sponsor: National Guardian Life Insurance Company
- Sponsor EIN: 390493780
- Sponsor Address: 2 E GILMAN ST, MADISON, WI, 53703
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $65.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 358 | $65.0M | $2.1M | $3.0M |
| 2023 | 324 | $55.2M | $1.9M | $2.7M |
| 2022 | 297 | $48.0M | $2.0M | $2.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $60,367 | — | $60,367 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,691 | — | $14,691 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,058
- Estimated Expense Ratio: 0.116% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $75,058 | $60,367 | — | — | — |
| 2023 | $50,600 | $50,600 | — | — | — |
| 2022 | $51,542 | — | $51,542 | — | — |